DocsTeam, CAs and security
Team and roles
Invite the people who should see the company's numbers, and choose what each can do.
Invite someone
- Open Settings, Team
Type their email address and pick a role.
- Send the invite
Cassence emails it. You also get the link to send yourself: it works once, within 7 days.
- They sign in
One sign-in covers every company that invites them.
The five roles
| Role | Can |
|---|---|
| Owner | Everything, including deleting the company and transferring ownership |
| Admin | Everything except deleting the company and transferring ownership |
| Member | Use the product: add books, confirm balances, work the fix list |
| Accountant | The same as a member. For your chartered accountant |
| Viewer | Look only, nothing changed |